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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1426
Summit Securities Group
New York
$172K -$80K -219 -34%
HB
1427
Horizon Bancorp
Indiana
$170K +$365 +1 +0.2%
AT
1428
Avalon Trust
New Mexico
$169K – – –
KFS
1429
Kelly Financial Services
Massachusetts
$165K +$9.13K +25 +6%
NSG
1430
Nalls Sherbakoff Group
Tennessee
$164K – – –
BCP
1431
Blue Chip Partners
Michigan
$163K +$23.4K +64 +19%
GWS
1432
Glassman Wealth Services
Virginia
$163K +$15.7K +43 +12%
PVH
1433
Psagot Value Holdings
Israel
$158K – – –
HFM
1434
Harvest Fund Management
China
$153K – – –
BWM
1435
BerganKDV Wealth Management
Minnesota
$153K +$126K +346 +989%
LSA
1436
Leonteq Securities AG
Switzerland
$153K -$496K -1,358 -78%
HF
1437
Halpern Financial
Virginia
$149K +$7.67K +21 +6%
SIMG
1438
Stephens Investment Management Group
Texas
$147K +$32.5K +89 +32%
RFA
1439
Resurgent Financial Advisors
Georgia
$142K – – –
ANBT
1440
American National Bank & Trust
Texas
$141K – – –
BCM
1441
Barometer Capital Management
Ontario, Canada
$140K +$128K +350 New
OCM
1442
Osterweis Capital Management
California
$134K – – –
AWM
1443
Avior Wealth Management
Nebraska
$133K -$58.1K -159 -32%
EWA
1444
EverSource Wealth Advisors
Alabama
$130K -$26.7K -73 -18%
BWAM
1445
Boyd Watterson Asset Management
Ohio
$130K – – –
CTB
1446
Country Trust Bank
Illinois
$129K – – –
CP
1447
Castleview Partners
Texas
$127K -$1.1K -3 -0.9%
TIM
1448
Tortoise Investment Management
New York
$126K – – –
DJSG
1449
D.J. St. Germain
Massachusetts
$122K +$111K +305 New
CT
1450
Caldwell Trust
Florida
$122K +$25.2K +69 +29%
56 57
58
59 60